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AAII Stock Screens (part 1 of 2)

UPDATE: We will be raffling off a Morningstar/Andex 2010 Wall Chart (25" x 38", valued at $30). All paid ($5 at-the-door) attendees will be eligible for the drawing - but you must be there at the start of the session (7pm!). We can also take orders for the chart at a group discounted price of $18 each. (takes a few weeks for delivery).
The Andex Chart: - Illustrates the growth of $1 invested in U.S. and global markets since 1926 - Eight indexes pictured include U.S. small-cap stocks, S&P 500, global ex-U.S. stock markets, government bonds, fixed-term investments, Treasury bills, inflation, and a hypothetical balanced portfolio - Each chart provides detailed context for market downturns and recoveries, including U.S. presidencies, wars, employment rates, commodity prices, minimum wage, recessions, droughts, historic political events, and more - New for 2010: “Market Timing Risk” graph highlights the impact for investors of missing the one best month of an annual return This is part 1 of a 2-part session that will focus on the 60 various stock screens which AAII tracks on a monthly basis since January 1998 (This 2-part presentation was previously given as a single session in Atlanta in September 2008 and Charlotte in January 2010).
Session 1 of 2 - Focus on the 60 Stock Screens tracked by AAII (screen "recipe", historical returns, volatility and statistical summary)
Session 2 of 2 - Focus on building and managinga a portfolio of stocks (portfolio size, position sizing, scaling into positions/portfolio, risk management, money management, correlation between screens)

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  • A former member
    A former member

    I enjoyed hearing Bill's personal insights on the classic methods of picking stocks.

    June 1, 2010

  • A former member
    A former member

    Very thoughtful presentation on stock screens that have roundly beaten the market over the last decade.

    May 27, 2010

  • Rick C.

    Was excellent content, presented in a style that really should compel an individual to take action if this (stock investing) is an area of interest. The comparison vs “market averages” is a huge eye opener. Looking forward to part 2 or 2 on June 15, including portfolio management topic.
    Bill Lyman brings his own successful personal/professional experience to the table, and openly shares his views.

    May 27, 2010

  • Steve P.

    Very helpful. From my perspective, a key challenge to effective investing is not in finding information, but finding an effective way to navigate through a mass amount of data. So much of it is useless. Stock screening is an effective way to begin. Of course, one has to know how to navigate through the screens. Your presentation was a good introduction. Now I have to start practicing. But you gave me some direction, which is important.

    Thanks Bill for doing the presentation. Look forward to your future presentations.


    May 26, 2010

  • Jim B.

    wow, Bill Lyman never ceases to amaze with his broad depth of knowledge of investing resources and methodologies. SessionS let by him are always informative, relevant, pratical, fun and invaluable!!

    May 26, 2010

  • A former member
    A former member

    Great information for beginners and seasoned investors

    May 26, 2010

  • Valentin V.

    Bill's presentation packs years of experience with the AAII screens and lots of personal research and insights.

    May 25, 2010

  • Chris F.

    Bill, as usual, hit it out of the ballpark!!

    May 25, 2010

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